Matthew J. Kunnen
Professional summary
Matthew Jay Kunnen MR., CFP®, who also goes by Matt Jay Kunnen, Matthew Jay Kunnen, is a registered financial advisor currently at JVL WEALTH STRATEGIES located in Wyoming, Michigan.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Matthew has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Jay Kunnen MR.'s CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
November 14, 2013 - Present
JVL WEALTH STRATEGIES
Office #1: 1657 Gezon Parkway Sw Suite C, Wyoming, MI 49519February 25, 2010 - June 3, 2013
SCOTTRADE, INC.
Primary Firm SEC Registration
JVL WEALTH STRATEGIES
CRD#: 124018 / SEC#: 801-61660
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/14/2013)
Exams
Current Firm
JVL WEALTH STRATEGIES
CRD#: 124018 / SEC#: 801-61660
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 876 |
| AUM (Assets Under Management) | $ 672,454,948 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/20/2025 | ||
| 12/19/2024 | ||
| 11/28/2023 | ||
| 12/21/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
JVL WEALTH STRATEGIES
CRD#: 124018Wyoming, MI 49519TRUST BUT VERIFY
Monitor Matthew Kunnen
Get automatic monthly alerts on:
